Civic Intelligence

Wheels of Progress Inc

EIN 61-1605910 • 501(c)3 • New York, NY

Profile

Our mission is to create affordable, accessible, supportive housing and transformative environments for people with physical disabilities.In October 2012, after an 18-month long process, Wheels of Progress was approved by the Department of Health to become a provider of the Nursing Home Transition and Diversion Waiver Program. The NHTD Medicaid waiver was developed based on the philosophy that individuals with disabilities and/or seniors have the same rights as others. This includes the right to be in control of their lives, encounter and manage risks and learn from their experiences. This is balanced with the Waiver Programs responsibility to assure the waiver participants health and welfare. Waiver services are provided based on the participants unique strengths, needs, choices and goals. The individual is the primary decision-maker and works in cooperation with providers to develop a Service Plan. This process leads to personal empowerment, increased independence, greater community

64 East 111th Street 907New York, NY 10029

www.wheelsofprogress.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.92x

Higher debt load relative to assets than 68% of similar nonprofits.

NTEE L • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

4.75x

Higher debt load relative to revenue than 74% of similar nonprofits.

NTEE L • $500k-$1M nonprofits • Source year 2024

Net Margin

14th percentile

-47%

Higher net margin than 14% of similar nonprofits.

NTEE L • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE L • $500k-$1M nonprofits • Source year 2024

Asset Growth

25th percentile

-5.3%

Faster asset growth than 25% of similar nonprofits.

NTEE L • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-34%

Faster revenue growth than 9% of similar nonprofits.

NTEE L • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$656,400

Down $36,457 (-5.3%) from 2023

Liabilities

Up

$600,956

Up $22,978 (+4.0%) from 2023

Net Assets

Down

$55,444

Down $59,435 (-52%) from 2023

Revenue

Down

$126,535

Down $65,506 (-34%) from 2023

Expenses

Down

$185,970

Down $64,388 (-26%) from 2023

Net Income

Down

-$59,435

Down $1,118 (-1.9%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2012: $165,588Liabilities 2012: $29,7132012Assets 2013: $135,457Liabilities 2013: $100Net Assets 2013: $135,3572013Assets 2014: $148,540Net Assets 2014: $148,5402014Assets 2015: $53,891Net Assets 2015: $53,8912015Assets 2016: $78,936Liabilities 2016: $0Net Assets 2016: $78,9362016Assets 2017: $114,407Liabilities 2017: $2,560Net Assets 2017: $111,8472017Assets 2018: $179,589Liabilities 2018: $627Net Assets 2018: $178,9622018Assets 2019: $121,237Liabilities 2019: $36,040Net Assets 2019: $85,1972019Assets 2020: $794,646Liabilities 2020: $629,451Net Assets 2020: $165,1952020Assets 2021: $810,604Liabilities 2021: $576,969Net Assets 2021: $233,6352021Assets 2022: $751,173Liabilities 2022: $577,277Net Assets 2022: $173,8962022Assets 2023: $692,857Liabilities 2023: $577,978Net Assets 2023: $114,8792023Assets 2024: $656,400Liabilities 2024: $600,956Net Assets 2024: $55,4442024

Highlighted filing

2024

Assets$656,400
Liabilities$600,956
Net Assets$55,444

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $135,312Expenses 2012: $12,791Net Income 2012: $122,5212012Revenue 2013: $13,113Expenses 2013: $13,631Net Income 2013: -$5182013Revenue 2014: $40,213Expenses 2014: $27,030Net Income 2014: $13,1832014Revenue 2015: $59,595Expenses 2015: $154,244Net Income 2015: -$94,6492015Revenue 2016: $219,885Expenses 2016: $196,865Net Income 2016: $23,0202016Revenue 2017: $285,720Expenses 2017: $250,783Net Income 2017: $34,9372017Revenue 2018: $170,602Expenses 2018: $103,487Net Income 2018: $67,1152018Revenue 2019: $146,072Expenses 2019: $237,499Net Income 2019: -$91,4272019Revenue 2020: $199,690Expenses 2020: $119,692Net Income 2020: $79,9982020Revenue 2021: $168,252Expenses 2021: $99,812Net Income 2021: $68,4402021Revenue 2022: $176,723Expenses 2022: $236,462Net Income 2022: -$59,7392022Revenue 2023: $192,041Expenses 2023: $250,358Net Income 2023: -$58,3172023Revenue 2024: $126,535Expenses 2024: $185,970Net Income 2024: -$59,4352024

Highlighted filing

2024

Revenue$126,535
Expenses$185,970
Net Income-$59,435

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$126,535
Mission and Program Overview

Mission

Wheels of Progress Inc. is a New York City-based 501(c)(3) nonprofit organization dedicated to helping people with disabilities and seniors maintain their freedom, independence, dignity, stability, and connection to community.Our mission is to equip individuals with the knowledge, tools, training, peer support, and community relationships they need to navigate daily life, manage their benefits, build financial stability, access workforce opportunities, understand their rights, and participate more fully in civic and community life.Wheels of Progress focuses on practical, community-based education, empowerment, and relationship-building. We assist members in understanding and managing essential benefits and systems, including Medicaid, Medicare, Social Security benefits such as SSI and SSDI, food assistance programs, housing-related supports, transportation resources, and other public benefits that directly affect their ability to live independently.Through workshops, one-on-one guidanc

Our mission is to create affordable, accessible, supportive housing and transformative environments for people with physical disabilities.In October 2012, after an 18-month long process, Wheels of Progress was approved by the Department of Health to become a provider of the Nursing Home Transition and Diversion Waiver Program. The NHTD Medicaid waiver was developed based on the philosophy that individuals with disabilities and/or seniors have the same rights as others. This includes the right to be in control of their lives, encounter and manage risks and learn from their experiences. This is balanced with the Waiver Programs responsibility to assure the waiver participants health and welfare. Waiver services are provided based on the participants unique strengths, needs, choices and goals. The individual is the primary decision-maker and works in cooperation with providers to develop a Service Plan. This process leads to personal empowerment, increased independence, greater community

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$363,913$334,826▼ $29,087
Receivable From Disqualified Prsn$90,000$90,000→ $0
Land, Buildings, and Equipment, Net$25,147$16,238▼ $8,909
Loans From Officers Directors-$16,000-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$692,857$656,400▼ $36,457
Other Assets Total$213,797$215,336▲ $1,539
Liabilities
Unsecured Notes Loans Payable$575,959$573,832▼ $2,127
Accounts Payable and Accrued Expenses$2,019$11,124▲ $9,105
Total Liabilities$577,978$600,956▲ $22,978
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$114,879$55,444▼ $59,435
Total Net Assets Fund Balance$114,879$55,444▼ $59,435
Total Liabilities and Net Assets / Fund Balance$692,857$656,400▼ $36,457

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,238$48,938$65,176
Other Assets Org$215,336--
Compensation and Service Providers

Board Members and Trustees

NameTitle
George GallegoPresident & CEO
Rosemarie MurrayVice President
Margaret MarkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$500
Program Service Revenue
$125,311
Investment Income
$0
Other Revenue
$724
All Other Contributions
$500
Change in Net Assets
$-59,435
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$185,970
Total Fundraising Expense$135
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$9,409-$9,409
Depreciation Depletion$1,770$7,307-$9,077
All Other Expenses-$7,336$135$7,471
Interest-$4,480-$4,480
Other Expenses$2,314$2,760-$2,760
Advertising-$954-$954
Insurance-$562-$562
Total Functional Expenses$147,513$38,322$135$185,970
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$724
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$90,000$90,000→ $0
Loans from Officers, Directors, Trustees, and Key Employees-$16,000-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Wheels of Progress Inc
EIN
61-1605910
Phone
3476453265
Address
64 EAST 111TH STREET 907, NEW YORK, NY 10029

Signing Officer

Name
George Gallego
Title
President & CEO
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Condata Accounting & Consulting LLC
Address
150 Broadway Rm 1701, New York, NY 10038
Preparer
Samuel Anthony
Phone
2122331460
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0545181
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015478
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0520712
IRS990ScheduleA/Total509Grp/TotalAmt0545181
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt015478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0520712
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0545181
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt016238
IRS990ScheduleD/EquipmentGrp/DepreciationAmt048938
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt065176
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0215336
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016238
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0215336
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0692857
IRS990/TotalAssetsEOYAmt0656400
IRS990/TotalAssetsGrp/BOYAmt0692857
IRS990/TotalAssetsGrp/EOYAmt0656400
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0135
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038322
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0147513
IRS990/TotalFunctionalExpensesGrp/TotalAmt0185970
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0577978
IRS990/TotalLiabilitiesEOYAmt0600956
IRS990/TotalLiabilitiesGrp/BOYAmt0577978
IRS990/TotalLiabilitiesGrp/EOYAmt0600956
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0114879
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt055444
IRS990/TotalProgramServiceExpensesAmt0147513
IRS990/TotalProgramServiceRevenueAmt0125311
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0125311
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0126535
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0692857
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0656400
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0575959
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0573832
IRS990/USAddress/AddressLine1Txt064 EAST 111TH STREET 907
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010029
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.WHEELSOFPROGRESS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE GALLEGO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHEELS OF PROGRESS INC
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0611605910
ReturnHeader/Filer/PhoneNum03476453265
ReturnHeader/Filer/USAddress/AddressLine1Txt064 EAST 111TH STREET 907
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010029
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270437995
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Condata Accounting & Consulting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 Broadway Rm 1701
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010038
ReturnHeader/PreparerPersonGrp/PhoneNum02122331460
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL ANTHONY
ReturnHeader/ReturnTs02025-05-14T11:09:10-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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